CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$145M
3 +$122M
4
SPOT icon
Spotify
SPOT
+$113M
5
AVGO icon
Broadcom
AVGO
+$106M

Top Sells

1 +$825M
2 +$177M
3 +$175M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M
5
UNH icon
UnitedHealth
UNH
+$122M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WFH
2676
DELISTED
Direxion Work From Home ETF
WFH
$1.73K ﹤0.01%
25
WTTR icon
2677
Select Water Solutions
WTTR
$1.1B
$1.73K ﹤0.01%
200
NAT icon
2678
Nordic American Tanker
NAT
$714M
$1.69K ﹤0.01%
+642
W icon
2679
Wayfair
W
$13.3B
$1.69K ﹤0.01%
33
-357
LAB icon
2680
Standard BioTools
LAB
$627M
$1.68K ﹤0.01%
1,400
GRPN icon
2681
Groupon
GRPN
$677M
$1.67K ﹤0.01%
50
THRM icon
2682
Gentherm
THRM
$1.13B
$1.67K ﹤0.01%
+59
NFE icon
2683
New Fortress Energy
NFE
$344M
$1.66K ﹤0.01%
500
SYBT icon
2684
Stock Yards Bancorp
SYBT
$1.99B
$1.66K ﹤0.01%
21
-7
KE
2685
Kimball Electronics
KE
$694M
$1.65K ﹤0.01%
86
HLX icon
2686
Helix Energy Solutions
HLX
$903M
$1.64K ﹤0.01%
263
-2,167
PDM
2687
Piedmont Realty Trust
PDM
$1.04B
$1.64K ﹤0.01%
225
-111
OEFA
2688
ALPS - O'Shares International Developed Quality Dividend ETF
OEFA
$42.3M
$1.63K ﹤0.01%
50
LAZ icon
2689
Lazard
LAZ
$4.71B
$1.63K ﹤0.01%
34
-33
COPX icon
2690
Global X Copper Miners ETF NEW
COPX
$4.13B
$1.63K ﹤0.01%
+36
PII icon
2691
Polaris
PII
$3.91B
$1.63K ﹤0.01%
40
+30
ACIW icon
2692
ACI Worldwide
ACIW
$4.96B
$1.61K ﹤0.01%
35
-46
NX icon
2693
Quanex
NX
$705M
$1.61K ﹤0.01%
85
-715
MRX
2694
Marex Group
MRX
$2.81B
$1.58K ﹤0.01%
40
+17
BRKR icon
2695
Bruker
BRKR
$7.06B
$1.57K ﹤0.01%
+38
NXRT
2696
NexPoint Residential Trust
NXRT
$717M
$1.57K ﹤0.01%
+47
DGICA icon
2697
Donegal Group Class A
DGICA
$752M
$1.54K ﹤0.01%
77
BRF icon
2698
VanEck Brazil Small-Cap ETF
BRF
$22.2M
$1.54K ﹤0.01%
100
FIVN icon
2699
FIVE9
FIVN
$1.61B
$1.54K ﹤0.01%
58
-48
INTS icon
2700
Intensity Therapeutics
INTS
$24.7M
$1.53K ﹤0.01%
+5,000